+205.0%
HD vs BEN
+56.5%
+148.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -1.2% | +4.7% | -5.9% | -2.8% |
| 30D | -11.1% | +2.6% | -13.7% | -12.0% |
| 3M | +2.0% | +11.5% | -9.5% | -2.1% |
| 6M | -10.5% | +35.3% | -45.8% | -20.1% |
| YTD | -6.9% | +48.6% | -55.5% | -19.9% |
| 1Y | -23.2% | +46.7% | -69.9% | -33.8% |
| 3Y | +3.1% | +57.0% | -53.9% | -15.3% |
| 5Y | +7.4% | +41.8% | -34.4% | -10.8% |
| 10Y | +205.0% | +55.2% | +149.8% | +125.9% |
| All | +205.0% | +56.5% | +148.5% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling